Kotak Flexicap Fund vs HDFC Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Fund	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹65967 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2009	01 Jan 1995
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	42.17%
Expense Ratio	1.48	1.42
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01336	INF179K01608
Exits Load	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Month	3.37%	4.04%
6 Month	-0.06%	2.35%
1 Year	7.2%	15.85%
3 Year	15.92%	23.47%
5 Year	21.32%	29.85%

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	2.72%	4.31%
1 Year	-0.99%	7.07%
3 Year	16%	23.62%
5 Year	16.31%	25.22%

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	12.91%	18.75%
3 Year	15.14%	18.86%
5 Year	15.31%	18.67%

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	12.26%	12.345%
Sharp	0.5%	1.134%
Beta	0.93%	0.834%
Alpha	0.59%	8.405%

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Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Funds Managed	11	40
	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	2.55	12.44
Large Cap	69.56	72.89
Small Cap	4.4	10.31
Mid Cap	23.49	4.37

Scheme Name	Kotak Flexicap Fund - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	2.55	10.1
Telecom - Services	2.97	-
Petroleum Products	4.38	-
IT - Software	9.57	-
Retailing	2.8	-
Pharmaceuticals and Biotechnology	2.03	-
Construction	4.77	-
Diversified FMCG	1.25	-
Non - Ferrous Metals	0.84	-
Banks	22.97	-
Pharmaceuticals & Biotechnology	1.49	-
Cement & Cement Products	0.8	-
Chemicals and Petrochemicals	6.41	-
Personal Products	0.55	-
Transport Services	3.46	-
Capital Markets	1.62	-
Gas	2.91	-
Electrical Equipment	1.61	-
Automobiles	3.56	-
Fertilizers & Agrochemicals	0.77	-
Insurance	0.59	-
Industrial Products	0.74	-
Aerospace and Defense	0.33	-
Agricultural, Commercial & Construction Vehicles	0.51	-
Aerospace & Defense	5.26	-
Cement and Cement Products	5.34	-
Auto Components	3.78	-
Beverages	0.89	-
Finance	0.26	-
Ferrous Metals	3.58	-
Power	1.41	-
Communication Services	-	4.33
Energy	-	0.19
Technology	-	5.99
Industrials	-	4.87
Basic Materials	-	4.67
Financial Services	-	38.64
Healthcare	-	10.33
Consumer Cyclical	-	15.43
Real Estate	-	2.97
Consumer Defensive	-	1.33
Utilities	-	1.14